CCC Intelligent Solutions HoCCC

13F holders, Q1 2025 (March 31)
337holders +28
72new positions
45sold out
8famous investors
$9.03avg. 13F price*

At the end of Q1 2025, 337 institutions reported holding CCC Intelligent Solutions Ho (CCC) in their 13F filings, up 28 from Q4 2024. 72 opened new positions and 45 sold out. The largest holders were Advent International, L.P. ($879.0M), T. Rowe Price Investment Management, Inc. ($658.9M) and Vanguard Group Inc. ($510.1M). 8 famous investors held it, including Stanley Druckenmiller (1.7% of Duquesne Family Office's portfolio), Chuck Akre (1.1% of Akre Capital Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
CCC Intelligent Solutions Ho
CUSIP
12510Q100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 264Q1 2024Q2 2024: 307Q2 2024Q3 2024: 296Q3 2024Q4 2024: 309Q4 2024Q1 2025: 337Q1 2025Q2 2025: 337Q2 2025Q3 2025: 354Q3 2025Q4 2025: 346Q4 2025Q1 2026: 376Q1 2026Q2 2026: 355Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions72$269.8M
Exits45$114.3M

All 13F filers, Q4 2024 → Q1 2025: 90,228,039 shares bought and 69,637,398 shares sold, net +20,590,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 337 holders

Advent International, L.P. 27.82% Reduce -30.1% 97,342,526 $879.0M
T. Rowe Price Investment Management, Inc. 0.44% Add +6.0% 72,967,671 $658.9M
Vanguard Group Inc. 0.01% Add +9.9% 56,491,007 $510.1M
Principal Financial Group Inc. 0.14% Add +1.4% 27,303,495 $246.6M
Artisan Partners Limited Partnership 0.37% Add +7.3% 25,063,607 $226.3M
BlackRock, Inc. 0.00% Add +7.0% 22,577,638 $203.9M
Brown Advisory Inc. 0.24% Add +30.7% 18,346,792 $165.7M
Wasatch Advisors LP 0.85% Add +19.3% 16,894,146 $152.6M
Akre Capital Management 1.15% Add +23.5% 13,190,384 $119.1M
Conestoga Capital Advisors, LLC 1.69% Add +1.4% 12,439,365 $112.3M
Janus Henderson Group PLC 0.06% Reduce -10.0% 11,298,369 $100.8M
Bessemer Group Inc. 0.16% Add +1.5% 9,902,693 $89.4M
Dragoneer Investment Group, LLC 1.75% No change 9,196,301 $83.0M
Bank of America Corp. 0.01% Add +15.8% 8,995,457 $81.2M
Dimensional Fund Advisors LP 0.02% Add +34.3% 8,680,705 $78.4M
State Street Corp. 0.00% Add +7.3% 8,461,645 $76.4M
Geode Capital Management, LLC 0.01% Add +13.7% 8,282,178 $74.8M
TPG GP A, LLC 1.46% Add +95.5% 7,988,284 $72.1M
Morgan Stanley 0.01% Add +5.6% 7,911,096 $71.4M
Van Berkom & Associates Inc. 2.25% Add +17.3% 7,752,187 $70.0M
T. Rowe Price Associates Inc. 0.01% Reduce -30.6% 6,827,626 $61.7M
GW&K Investment Management, LLC 0.55% Reduce -3.2% 6,603,964 $59.6M
Edmond DE Rothschild Holding S.A. 1.03% Add +3.5% 6,440,130 $58.2M
Jefferies Financial Group Inc. 1.03% Add +27.6% 6,318,379 $57.1M
Massachusetts Financial Services Co. 0.02% Reduce -6.3% 6,121,502 $55.3M
JPMorgan Chase & Co. 0.00% Add +53.2% 5,932,954 $53.6M
Allspring Global Investments Holdings, LLC 0.09% Reduce -27.3% 5,866,931 $53.2M
Duquesne Family Office 1.69% New 5,595,039 $50.5M
Riverbridge Partners LLC 0.77% Reduce -9.8% 5,320,713 $48.0M
Ameriprise Financial Inc. 0.01% Add +423.4% 5,164,996 $46.6M
Clarkston Capital Partners, LLC 0.90% New 5,068,230 $45.8M
TD Asset Management Inc 0.04% Add +10.7% 4,918,274 $44.4M
Adero Partners, LLC 2.89% Reduce -11.6% 4,890,424 $44.2M
Norges Bank 0.01% Add +14.5% 4,882,017 $44.1M
Rivulet Capital, LLC 3.93% Add +78.0% 4,449,700 $40.2M
Charles Schwab Investment Management Inc. 0.01% Add +15.5% 4,425,232 $40.0M
Sei Investments Co. 0.05% Add +5.8% 4,373,436 $39.5M
Brown Brothers Harriman & Co. 0.22% New 3,529,784 $31.9M
Pinebridge Investments, L.P. 0.25% Add +37.6% 3,523,093 $31.8M
Palisade Capital Management, LP 0.98% Add +26.3% 3,305,359 $29.8M
London Co. of Virginia 0.16% Reduce -6.0% 3,143,832 $28.4M
Northern Trust Corp. 0.00% Add +11.4% 3,128,030 $28.2M
Goldman Sachs Group Inc. 0.01% Add +1761.7% 3,006,256 $27.1M
CI Investments Inc. 0.11% Add +10.6% 2,788,150 $25.2M
Envestnet Asset Management Inc. 0.01% Add +2.5% 2,781,121 $25.1M
New York State Common Retirement Fund 0.03% Add +9.3% 2,596,098 $23.4M
Triple Frond Partners LLC 2.95% New 2,415,000 $21.8M
Bank of New York Mellon Corp 0.00% Add +3.3% 2,382,922 $21.5M
Wellington Management Group LLP 0.00% Reduce -23.8% 2,242,939 $20.3M
Summit Creek Advisors LLC 2.82% Reduce -0.1% 2,139,936 $19.3M
Millennium Management 0.02% Reduce -6.6% 2,128,246 $19.2M
Neuberger Berman Group LLC 0.02% Add +6366.2% 2,103,707 $19.0M
Fort Washington Investment Advisors Inc. 0.10% Reduce -0.4% 1,845,423 $16.7M
Teca Partners, LP 11.82% Reduce -13.6% 1,825,316 $16.5M
Citadel Advisors 0.02% Reduce -25.9% 1,808,924 $16.3M
Royal Bank of Canada 0.00% Reduce -1.7% 1,715,993 $15.5M
Susquehanna International Group, LLP 0.02% Add +39.8% 1,665,197 $15.0M
Thornburg Investment Management Inc. 0.21% Reduce -7.4% 1,639,198 $14.8M
Jain Global LLC 0.29% Add +54.3% 1,538,133 $13.9M
Citigroup Inc. 0.01% Reduce -18.4% 1,537,628 $13.9M
Sellaronda Global Management LP 13.67% Add +50.0% 1,500,000 $13.5M
Boothbay Fund Management, LLC 0.48% New 1,481,920 $13.4M
Alfreton Capital LLP 4.17% Reduce -0.3% 1,455,208 $13.1M
Segall Bryant & Hamill, LLC 0.20% Add +0.9% 1,414,496 $12.8M
UBS Group AG 0.00% Add +43.0% 1,333,541 $12.0M
Sixth Street Partners Management Company, L.P. 1.58% Add +10.4% 1,325,000 $12.0M
Raymond James Financial Inc. 0.00% Reduce -50.8% 1,300,653 $11.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +6.4% 1,232,145 $11.1M
ICONIQ Capital, LLC 0.19% New 1,160,847 $10.5M
Comerica Bank 0.04% Add +14.0% 1,144,678 $10.3M
Crescent Park Management, L.P. 5.16% Add +162.7% 1,140,581 $10.3M
Pembroke Management, LTD 1.44% Reduce -0.9% 1,094,650 $9.9M
Nuveen, LLC 0.00% — 1,068,289 $9.6M
Pennant Investors, LP 2.88% New 1,060,000 $9.6M
First Trust Advisors LP 0.01% Add +33.6% 952,045 $8.6M
Quantbot Technologies LP 0.27% New 930,670 $8.4M
Cramer Rosenthal McGlynn LLC 0.60% Reduce -39.3% 921,614 $8.3M
Granite Investment Partners, LLC 0.42% Add +10.2% 915,717 $8.3M
2Xideas AG 1.23% Add +317.8% 898,811 $8.1M
Kodai Capital Management LP 0.32% New 885,101 $8.0M
Wells Fargo & Company 0.00% Reduce -3.9% 867,878 $7.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +33.1% 862,644 $7.8M
Alaska Permanent Fund Corp 0.11% No change 827,091 $7.7M
Swiss National Bank 0.01% Add +3.7% 826,500 $7.5M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -43.0% 760,019 $6.8M
Pacer Advisors, Inc. 0.02% New 746,615 $6.7M
TFJ Management, LLC 6.34% New 741,310 $6.7M
Capital Research Global Investors 0.00% New 719,325 $6.5M
Gotham Asset Management 0.05% Reduce -7.8% 709,582 $6.4M
Russell Investments Group, Ltd. 0.01% Add +33.1% 686,222 $6.2M
Twinbeech Capital LP 0.11% Add +1541.7% 684,095 $6.2M
Jane Street Group, LLC 0.01% Add +179.6% 679,581 $6.1M
Oppenheimer Asset Management Inc. 0.07% Add +13.7% 633,432 $5.7M
Advantage Alpha Capital Partners LP 1.39% Add +71.0% 627,987 $5.7M
Roubaix Capital, LLC 2.88% New 611,801 $5.5M
HRT Financial LP 0.03% Add +180.1% 592,035 $5.3M
HighTower Advisors, LLC 0.01% Reduce -0.2% 585,299 $5.3M
Investment House LLC 0.28% Add +7.0% 551,720 $5.0M
Polen Capital Management LLC 0.02% Reduce -28.6% 544,653 $4.9M
Cubist Systematic Strategies, LLC 0.06% New 537,332 $4.9M
Invesco Ltd. 0.00% Add +36.6% 521,828 $4.7M
Telemark Asset Management, LLC 0.59% Reduce -65.5% 500,000 $4.5M
OP Asset Management Ltd 0.07% — 485,437 $4.4M
Legal & General Group Plc 0.00% Add +9.3% 464,184 $4.2M
Rockbridge Asset Management LLC 2.55% Add +0.7% 460,775 $4.2M
Arrowstreet Capital, Limited Partnership 0.00% New 449,567 $4.1M
Dark Forest Capital Management LP 0.18% New 439,545 $4.0M
Stanley-Laman Group, Ltd. 0.58% New 420,626 $3.8M
Norris Perne & French LLP 0.28% Add +10.2% 417,415 $3.8M
Rhumbline Advisers 0.00% Add +1.5% 414,450 $3.7M
Truist Financial Corp. 0.01% Add +1.2% 408,200 $3.7M
McMorgan & Co. LLC 0.56% Reduce -4.1% 388,819 $3.5M
California State Teachers Retirement System 0.00% Reduce -1.2% 378,167 $3.4M
Commonwealth Equity Services, LLC 0.00% Add +1.3% 355,381 $3.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% New 344,123 $3.1M
Blair William & Co. 0.01% New 320,989 $2.9M
Synovus Financial Corp. 0.04% Add +36.8% 319,321 $2.9M
Squarepoint Ops LLC 0.01% Add +125.7% 318,429 $2.9M
Verition Fund Management LLC 0.02% Add +303.4% 311,658 $2.8M
Point72 Asset Management 0.01% New 297,175 $2.7M
Homestead Advisers Corp 0.06% New 275,000 $2.5M
Lockheed Martin Investment Management Co. 0.10% New 266,442 $2.4M
Illinois Municipal Retirement Fund 0.03% Add +75.4% 259,714 $2.3M
Barclays PLC 0.00% Reduce -53.5% 231,781 $2.1M
Treasurer of the State of North Carolina 0.01% Add +10.9% 220,427 $2.0M
MML Investors Services, LLC 0.01% Add +22.3% 220,246 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Add +20.3% 216,923 $2.0M
Stifel Financial Corp. 0.00% Reduce -15.1% 194,607 $1.8M
Alliancebernstein L.P. 0.00% Add +1.6% 191,637 $1.7M
State of New Jersey Common Pension Fund D 0.01% Add +6.1% 189,102 $1.7M
Teacher Retirement System of Texas 0.01% Add +13.6% 184,804 $1.7M
BNP Paribas Financial Markets 0.00% Add +26.1% 182,666 $1.6M
Brasada Capital Management, LP 0.33% Reduce -68.8% 197,765 $1.6M
Orion Porfolio Solutions, LLC 0.02% Add +4.6% 177,651 $1.6M
Orion Portfolio Solutions, LLC 0.02% Add +4.6% 177,651 $1.6M
State Board of Administration of Florida Retirement System 0.00% No change 173,070 $1.6M
Cerity Partners LLC 0.00% Reduce -23.8% 172,843 $1.6M
Police & Firemen's Retirement System of New Jersey 0.02% Add +4.6% 169,360 $1.5M
STRS Ohio 0.01% New 168,164 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +119.7% 166,723 $1.5M
Engineers Gate Manager LP 0.02% New 163,348 $1.5M
State of Wisconsin Investment Board 0.00% Add +254.6% 149,613 $1.4M
Public Employees Retirement System of Ohio 0.00% Reduce -4.1% 148,905 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -10.0% 142,392 $1.3M
Entropy Technologies, LP 0.12% New 138,397 $1.2M
Torray Investment Partners LLC 0.17% Add +16.8% 129,458 $1.2M
FMR LLC 0.00% Add +198.5% 124,750 $1.1M
Natixis Advisors, LLC 0.00% Reduce -62.5% 123,363 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +11.1% 122,885 $1.1M
Arizona State Retirement System 0.01% Add +4.1% 122,299 $1.1M
Sound View Wealth Advisors Group, LLC 0.09% No change 120,000 $1.1M
LPL Financial LLC 0.00% Reduce -23.6% 119,664 $1.1M
Corient Private Wealth LP 0.00% Reduce -17.1% 117,843 $1.1M
Freemont Management S.A. 0.42% Reduce -8.7% 117,100 $1.1M
Cache Advisors, LLC 0.40% No change 116,091 $1.0M
Handelsbanken Fonder AB 0.00% No change 115,100 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.5% 110,778 $1.0M
HSBC Holdings PLC 0.00% Add +859.5% 103,943 $932K
Lakeshore Financial Planning, Inc. 0.37% No change 99,620 $900K
Ensign Peak Advisors, Inc 0.00% New 94,450 $853K
Procyon Advisors, LLC 0.05% Add +28.9% 94,235 $851K
KLP Kapitalforvaltning As 0.00% Add +6.8% 90,700 $819K
Atria Investments, Inc 0.01% Reduce -5.4% 89,465 $808K
Holocene Advisors, LP 0.00% New 88,384 $798K
Park Avenue Securities LLC 0.01% Add +3.5% 86,212 $778K
Glenmede Trust Co. NA 0.00% Add +9.8% 80,992 $731K
Delphi Financial Group, Inc. 0.43% Add +34.2% 76,529 $691K
Ami Asset Management Corp. 0.04% Reduce -18.6% 75,330 $680K
Resona Asset Management Co.,Ltd. 0.00% No change 74,232 $670K
Centiva Capital, LP 0.04% New 74,197 $670K
Occudo Quantitative Strategies LP 0.09% New 74,034 $660K
Victory Capital Management Inc. 0.00% Add +39.8% 72,671 $656K
Avenir Corp. 0.07% Reduce -95.9% 71,780 $648K
Symmetry Investments LP 0.06% New 70,000 $632K
AQR Capital Management 0.00% Reduce -23.6% 71,411 $626K
Aquatic Capital Management LLC 0.02% New 67,503 $610K
Pictet Asset Management Holding SA 0.00% Add +13.6% 67,428 $608K
Pathstone Holdings, LLC 0.00% Reduce -24.9% 63,707 $575K
Lanark Financial, Inc. 0.05% — 63,336 $571K
Voya Investment Management LLC 0.00% Add +9.6% 60,207 $544K
MQS Management LLC 0.31% New 59,997 $542K
EntryPoint Capital, LLC 0.24% Add +132.4% 59,166 $534K
Headlands Technologies LLC 0.06% Add +241.4% 55,541 $502K
Axq Capital, LP 0.20% New 55,486 $501K
Elo Mutual Pension Insurance Co 0.01% New 55,067 $497K
Mariner, LLC 0.00% Reduce -26.2% 52,602 $475K
Cetera Investment Advisers 0.00% Add +3.9% 50,097 $452K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -32.8% 48,796 $441K
Equitable Trust Co. 0.02% No change 45,691 $413K
NewEdge Advisors, LLC 0.00% Add +68.0% 43,578 $394K
Aigen Investment Management, LP 0.06% New 42,403 $383K
US Bancorp \de 0.00% Add +13.9% 42,155 $381K
Catalyst Funds Management Pty Ltd 0.10% New 41,800 $377K
Fifth Third Bancorp 0.00% Add +35.7% 41,678 $376K
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.8% 40,289 $364K
Yarbrough Capital, LLC 0.02% New 38,799 $350K
Graham Capital Management, L.P. 0.02% New 38,711 $350K
Sanctuary Advisors, LLC 0.00% Reduce -5.7% 38,060 $344K
Quantinno Capital Management LP 0.00% Add +96.3% 37,368 $337K
Trust Point Inc. 0.03% Reduce -46.7% 37,117 $335K
Principal Securities, Inc. 0.01% No change 28,391 $333K
PNC Financial Services Group, Inc. 0.00% Add +30.1% 36,045 $325K
Thrivent Financial for Lutherans 0.00% No change 28,020 $320K
Prudential Financial Inc. 0.00% Add +51.9% 27,837 $316K
Public Employees Retirement Association of Colorado 0.00% No change 33,278 $301K
Y-Intercept (Hong Kong) Ltd 0.02% New 33,173 $300K
SG Americas Securities, LLC 0.00% Add +25.1% 32,504 $294K
Prelude Capital Management, LLC 0.03% Add +60.1% 30,700 $277K
HighPoint Advisor Group LLC 0.02% Add +2.6% 29,485 $275K
Sherbrooke Park Advisers LLC 0.13% New 30,269 $273K
SummitTX Capital, L.P. 0.01% — 30,075 $272K
Regions Financial Corp. 0.00% Add +11.4% 29,720 $268K
State of Wyoming 0.03% Add +64.0% 29,003 $262K
Baird Financial Group, Inc. 0.00% Add +6.8% 28,822 $260K
Sterling Capital Management LLC 0.00% Reduce -0.1% 26,782 $242K
Eisler Capital Management Ltd. 0.01% New 26,335 $238K
Utah Retirement Systems 0.00% Add +8.9% 25,816 $233K
&partners 0.00% Reduce -14.2% 25,490 $230K
Janney Capital Management LLC 0.02% Reduce -12.4% 25,472 $230K
Bayesian Capital Management, LP 0.04% New 25,100 $227K
Stephens Inc. 0.00% Add +7.8% 25,056 $226K
Amalgamated Bank 0.00% Add +4.9% 24,885 $225K
Rockefeller Capital Management L.P. 0.00% Add +26.3% 24,820 $224K
K.J. Harrison & Partners Inc 0.04% No change 24,700 $223K
Deutsche Bank AG 0.00% Reduce -2.4% 24,344 $220K
OneDigital Investment Advisors LLC 0.00% Add +0.9% 24,167 $218K
Hardy Reed LLC 0.02% No change 23,955 $216K
Gilbert & Cook, Inc. 0.03% Add +1.2% 23,208 $210K
Wrapmanager Inc. 0.05% Reduce -20.1% 22,875 $207K
Coldstream Capital Management Inc. 0.00% Add +11.6% 22,873 $207K
Xponance LLC 0.00% Reduce -0.9% 22,860 $206K
Blueshift Asset Management, LLC 0.08% New 22,207 $201K
Campbell & CO Investment Adviser LLC 0.01% Reduce -70.4% 21,431 $194K
Townsquare Capital LLC 0.00% Reduce -12.8% 21,235 $192K
Maryland State Retirement & Pension System 0.00% Reduce -17.0% 21,131 $191K
Bank of Montreal 0.00% Add +1.6% 20,892 $189K
KBC Group NV 0.00% Add +26.0% 20,261 $183K
Avantax Advisory Services, Inc. 0.00% Reduce -29.9% 20,079 $181K
Captrust Financial Advisors 0.00% Reduce -52.8% 19,786 $179K
Bridgefront Capital, LLC 0.05% New 19,766 $178K
Chicago Partners Investment Group LLC 0.01% Add +11.7% 19,763 $177K
CIBC Asset Management Inc 0.00% Add +1.9% 19,418 $175K
Keybank National Association 0.00% Add +9.1% 18,354 $166K
Amundi 0.00% No change 18,659 $160K
Petrus Trust Company, LTA 0.01% New 17,618 $159K
Associated Banc-Corp 0.00% Add +14.7% 17,298 $156K
Central Pacific Bank - Trust Division 0.02% Reduce -1.3% 16,550 $149K
Wealth Alliance, LLC 0.02% Add +0.1% 15,751 $142K
Caitong International Asset Management Co., Ltd 0.10% Add +104.2% 14,805 $134K
Curated Wealth Partners LLC 0.02% Add +42.0% 14,268 $129K
Baker Tilly Wealth Management, LLC 0.05% Reduce -0.9% 14,252 $129K
Polymer Capital Management (US) LLC 0.04% New 14,195 $128K
Lindenwold Advisors, INC 0.07% Reduce -16.9% 14,140 $128K
NorthCoast Asset Management LLC 0.00% New 13,718 $124K
Forum Financial Management, LP 0.00% New 13,709 $124K
Group One Trading LLC 0.01% Add +466.7% 13,658 $123K
Marco Investment Management LLC 0.01% No change 13,275 $120K
Fiduciary Trust Co 0.00% New 13,165 $119K
Parkside Financial Bank & Trust 0.02% Add +7.2% 13,098 $118K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -24.3% 12,744 $115K
Marks Group Wealth Management, Inc 0.01% No change 12,486 $113K
Argent Trust Co 0.00% New 12,107 $109K
D. E. Shaw & Co. 0.00% Reduce -95.1% 11,952 $108K
Praxis Investment Management Inc. 0.01% No change 11,410 $103K
Valeo Financial Advisors, LLC 0.00% New 11,084 $100K
Marshall Wace, LLP 0.00% New 10,900 $98K
Machina Capital S.A.S. 0.03% New 10,861 $98K
M&T Bank Corp 0.00% Reduce -7.3% 10,637 $96K
Kestra Advisory Services, LLC 0.00% New 10,228 $92K
Tocqueville Asset Management L.P. 0.00% New 10,000 $90K
Arax Advisory Partners 0.01% Reduce -5.9% 9,911 $89K
Smartleaf Asset Management LLC 0.01% Add +28.4% 9,321 $83K
MetLife Investment Management, LLC 0.00% Add +9.0% 8,661 $78K
SVB Wealth LLC 0.00% New 6,618 $60K
Advisors Asset Management, Inc. 0.00% Add +40.4% 6,599 $60K
Tower Research Capital LLC (TRC) 0.00% Add +102.1% 5,973 $54K
Huntington National Bank 0.00% Reduce -1.6% 5,853 $53K
AlphaQuest LLC 0.01% New 5,165 $47K
Financial Management Professionals, Inc. 0.00% Reduce -7.9% 4,242 $38K
Banque Cantonale Vaudoise 0.00% — 4,120 $37K
Corebridge Financial, Inc. 0.00% Add +3.1% 3,242 $29K
GAMMA Investing LLC 0.00% Reduce -17.6% 2,755 $25K
First Horizon Advisors, Inc. 0.00% Reduce -53.9% 2,730 $25K
TD Private Client Wealth LLC 0.00% Reduce -0.5% 2,653 $24K
Park Place Capital Corp 0.01% Reduce -36.3% 2,578 $23K
Signaturefd, LLC 0.00% Add +9400.0% 1,900 $17K
Steward Partners Investment Advisory, LLC 0.00% New 1,750 $16K
Northwestern Mutual Wealth Management Co. 0.00% Add +245.5% 1,382 $12K
Clearstead Advisors, LLC 0.00% Reduce -33.0% 1,311 $12K
Summit Securities Group LLC 0.01% New 1,300 $12K
MAI Capital Management 0.00% New 1,068 $10K
CIBC Private Wealth Group LLC 0.00% Add +28.2% 1,096 $9K
Quarry LP 0.00% Reduce -67.7% 1,003 $9K
Cwm, LLC 0.00% Reduce -34.6% 953 $9K
Jones Financial Companies LLLP 0.00% Reduce -48.0% 900 $8K
Blue Trust, Inc. 0.00% No change 841 $8K
Hurley Capital, LLC 0.01% No change 813 $7K
Osaic Holdings, Inc. 0.00% Reduce -96.1% 783 $7K
Covestor Ltd 0.00% Add +0.4% 760 $7K
Quent Capital, LLC 0.00% No change 744 $7K
Simplex Trading, LLC 0.00% Reduce -87.8% 725 $6K
Federation des caisses Desjardins du Quebec 0.00% No change 600 $5K
Iron Horse Wealth Management, LLC 0.00% No change 588 $5K
Private Trust Co. NA 0.00% No change 575 $5K
State of Alaska, Department of Revenue 0.00% No change 653 $5K
Rothschild Investment LLC 0.00% Reduce -14.5% 514 $5K
Larson Financial Group LLC 0.00% Add +154.8% 474 $4K
Spire Wealth Management 0.00% New 458 $4K
Bokf, NA 0.00% No change 446 $4K
Allworth Financial LP 0.00% Reduce -30.8% 421 $4K
Bell Investment Advisors, Inc 0.00% Add +33.3% 368 $3K
Parallel Advisors, LLC 0.00% Reduce -84.4% 277 $3K
Lindbrook Capital, LLC 0.00% New 259 $2K
Grove Bank & Trust 0.00% Add +2500.0% 234 $2K
IFP Advisors, Inc 0.00% New 174 $2K
Brooklyn Investment Group 0.00% Add +2116.7% 133 $1K
Montag A & Associates Inc. 0.00% Add +10.3% 128 $1K
Twin Tree Management, LP 0.00% Reduce -79.5% 121 $1K
Bellevue Asset Management, LLC 0.00% No change 120 $1K
Avion Wealth 0.00% No change 92 $1K
EverSource Wealth Advisors, LLC 0.00% Reduce -50.9% 110 $994
SouthState Bank Corp 0.00% New 101 $913
True Wealth Design, LLC 0.00% New 79 $714
Farther Finance Advisors, LLC 0.00% New 48 $435
American Capital Advisory, LLC 0.00% New 41 $371
Activest Wealth Management 0.00% Add +0.0% 38 $343
AdvisorNet Financial, Inc 0.00% New 32 $289
SBI Securities Co., Ltd. 0.00% Reduce -24.4% 31 $280
JFS Wealth Advisors, LLC 0.00% Add +116.7% 26 $235
WealthTrak Capital Management LLC 0.00% New 15 $136
Global Financial Private Client, LLC 0.00% New 11 $99
Principia Wealth Advisory, LLC 0.00% Reduce -81.8% 6 $54
SJS Investment Consulting Inc. 0.00% No change 5 $46
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $19
HFM Investment Advisors, LLC 0.00% — 2 $19
Bay Harbor Wealth Management, LLC 0.00% New 2 $18
Hemington Wealth Management 0.00% New 26 $0

"% of holder's portfolio" is CCC's weight in each manager's 13F, not the share of CCC Intelligent Solutions Ho the manager owns.